Home Depot holds a stronger investment position than Lowe's, according to a Zacks Investment Research analysis, driven by its larger scale, robust professional customer ecosystem, and expanding addressable market. Home Depot's first-quarter fiscal 2026 sales rose 4.8% year over year to $41.8 billion, while Lowe's sales increased 10.3% to $23.1 billion, though Lowe's saw broader downward EPS revisions. Home Depot trades at a forward P/E of 21.1X, above Lowe's 16.66X, but both stocks sit below their five-year medians. The report notes Home Depot's better estimate revision trends and recent stock performance, with Lowe's shares down 8.6% over three months versus Home Depot's 1.3% decline, reflecting greater investor confidence in Home Depot's execution and earnings visibility.
The Home Depot IncZacks analysis finds Home Depot has stronger investment position, better estimate revisions, and greater investor confidence.
Lowe's Companies IncZacks analysis finds Lowe's has broader downward EPS revisions and weaker stock performance, with shares down 8.6% over three months.